Jeff Wortley


Jeff Wortley Biopic

About Jeff Wortley

Jeff Wortley leads the Institutional Advisor team for KeyBank’s Institutional Investment, Trust, Custody, and Non-Profit services. He works with organizations to deliver a range of seamless services designed to achieve their goals, capture their values, and maximize financial outcomes to support their mission.

Jeff joined Key in 2011 after more than 25 years in the financial services industry, including as a wealth management consultant for UBS and Merrill Lynch. At Bank of America, Jeff worked in the Institutional Trust and Private Banking arenas.

A graduate of Tufts University, he is the Treasurer for the Seattle Chamber of Commerce and for Benaroya Research Institute. Jeff is a former member of the Washington Planned Giving Council, a past President of the Greenwood Group Home, past Secretary of the American Red Cross chapter for King and Kitsap Counties, and a past Treasurer of Seattle Biomedical Research Institute.

Jeff and his wife live in the Pacific Northwest.

Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA). 

Key Private Bank is the marketing name through which KeyBank National Association (KeyBank) provides a range of financial products and solutions.

Investment products and services are:

NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY